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United Parcel Service

2,089 hedge funds and large institutions have $50.1B invested in United Parcel Service in 2025 Q4 according to their latest regulatory filings, with 344 funds opening new positions, 716 increasing their positions, 848 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

4.29% more ownership

Funds ownership: 64.02%68.31% (+4.3%)

3% more funds holding in top 10

Funds holding in top 10: 3334 (+1)

16% less repeat investments, than reductions

Existing positions increased: 716 | Existing positions reduced: 848

Holders
2,089
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
34
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.43B
Puts
$2.03B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
1801
Physician Wealth Advisors
Utah
$106K
LI
1802
LRI Investments
Florida
$105K
TFIPS
1803
Towarzystwo Funduszy Inwestycyjnych PZU SA
$104K
DE
1804
DV Equities
Illinois
$102K
FDP
1805
Financiere des Professionnels
Quebec, Canada
$99.2K
RCM
1806
Raleigh Capital Management
North Carolina
$99.2K
NFSG
1807
Newbridge Financial Services Group
Florida
$98.9K
SWM
1808
SHP Wealth Management
Massachusetts
$98.9K
TSMHT
1809
Thurston Springer Miller Herd & Titak
Indiana
$98.7K
AF
1810
Advisornet Financial
Minnesota
$98.1K
API
1811
Asset Planning Inc
California
$97.9K
CSPIA
1812
Cary Street Partners Investment Advisory
Virginia
$97.2K
QL
1813
Quarry LP
New York
$97.2K
BCM
1814
Boreal Capital Management
Florida
$95.9K
ATC
1815
Adirondack Trust Company
New York
$95.3K
SCM
1816
Silvant Capital Management
Georgia
$95K
PH
1817
Pinnacle Holdings
Oklahoma
$93.7K
PWS
1818
Peterson Wealth Services
Utah
$91.6K
MG
1819
MilWealth Group
Wisconsin
$91K
HBW
1820
Hazlett, Burt & Watson
West Virginia
$89K
MHR
1821
Matthew Hamilton Rosenberg
$88.6K
EI
1822
EFG International
$88.5K
QC
1823
Quent Capital
New York
$86.6K
CBT
1824
Crews Bank & Trust
Florida
$85.1K
DCM
1825
Davis Capital Management
Florida
$83.7K